LUCIS Software

1. LUCIS Software SEVENTH-DAY ADVENTIST CHURCH Lake Union Headquarters

2. Introduction • LUCIS is the Information Systems Department of the Lake Union Conference of Seventh-day Adventists. • LUCIS has provided financial software for Adventist churches, schools, conferences (local and union) and other Adventist organizations for over 30 years. ““The Lake Union Software is an exceptional value. More than once I have chosen LUCIS for a new site, and have never been disappointed. Through each change in computers and technology this software has adapted safely without any loss of pace to the user.” – Jamie Daum, Treasurer, South Lancaster Academy / Browning Elementary

3. LUCIS Software • Different editions and components of the software are designed for use by various types of Adventist organizations and levels of expertise. • LUCIS Software is completely developed, owned and distributed by the Adventist Church. • The software is available directly from LUCIS or by license agreement through union and local conferences.

4. Expertise • LUCIS Software staff maintain expertise in accounting specifically as it relates to Adventist financial policies, practice, and requirements. “The LUCIS staff have an intimate knowledge of real world Adventist accounting and processing issues...they understand how it is done in the trenches.” – John Rasmussen, Treasurer, Northern California Conference

5. Expertise • The LUCIS team has been actively working with the General Conference on the new global financial reporting standard. “I have appreciated the working relationship we have with the developers of the LUCIS program and their comprehensive approach to addressing accounting and auditing concerns.” -- Robyn Kajiura, Associate Director, General Conference Auditing Service

6. Support • Direct LUCIS support is provided where needed and is handled by those who design and write the software. “LUCIS Software has some of the best support I have had to deal with. Easy to get a hold of and easy to deal with.” -- Russell Wecker Information Systems Coordinator Atlantic Union Conference “As the support person for Columbia Union, I really appreciate the way the LUCIS team has responded to our needs.” -- Harold Greene Director of Information Technology Columbia Union Conference

7. Website – Downloads Documents and Resources that answer many common questions are also available on the website. Updates are posted regularly to our website – users are notified by email. “The LUCIS staff ask for our feedback, our suggestions are considered, and [they] often show up in the very next software update!” -- Ruthie Booth, Associate Treasurer, Southern New England Conference

8. LUCIS Software Modules NEW & IMPROVED! • Address Book • General Ledger • Donations/Remittances * • Plant Asset Inventory * • Payroll ** NEW & IMPROVED! * re-write in progress ** re-write planned “The program is well laid out and is easy to learn and use.” – Peggy Jean Lee, Assistant Treasurer, Columbia Union Revolving Fund “The new LUCIS Windows version is wonderful.” – Michael Wixwat, Treasurer, Ohio Conference

9. Software Editions There are five editions to accommodate churches, schools, conference and union offices, and even colleges

10. Software Editions Different editions are designed to meet the needs from simple to complex accounting. • Lite Edition– small churches and schools • Standard Edition – mid-size churches and schools • Standard Plus Edition – large churches, church schools and small academies • Advanced Edition – miscellaneous commercial-type organizations • Professional Edition – conferences, unions, large academies and small colleges

11. LUCIS - Manager • An integrated menu is provided for direct access to all modules. • All users are required to login with a username and password. • The software administrator can limit, or grant, access to features of the software by individual.

12. Address Book • The Address Book provides centralized address functionality for all modules

13. General Ledger • The G/L menu provides direct access to all accounting functions.

14. G/L Ledger Query • G/L Query is the primary tool used to view ledger information. Search functions are triggered by clicking on a column heading. “I especially enjoy the query function which allows for multiple ways to search including dollar amount, description, date, etc.” Michael Wixwat, Treasurer, Ohio Conference

15. G/L Account Lookup The Account Organizer is used to select accounts in the Lite, Standard, and Standard Plus Editions. It can be activated wherever accounts must be identified.

16. G/L Account Lookup • For Advanced and Professional Editions the Account Lookup is used to select accounts. • It can be activated wherever accounts must be identified.

17. G/L Entry Options • Several options are available for posting entries. • Keyboard use has been optimized to allow for rapid entry. • The Standard Edition and higher allow entries to be saved and recalled for future posting – excellent for reoccurring entries. “The LUCIS Software more than meets our user’s needs…[it] is obviously designed with the user in mind…easy to key data into and easy to get information out in the form of queries and/or reports.” – Harold Greene, Director of Information Technology, Columbia Union Conference

18. G/L Payments Entry • One of the most frequently used entry programs prints and posts checks. • Check amounts will be in the currency specified for the ledger $ £ ¥ € (Professional Edition Shown)

19. G/L Receipts Entry • Receipts for payments on account may be printed on demand. (donations are recorded in the donation module) (Professional Edition Shown)

20. G/L Transfers Entry • Templates can be set up to distribute: • Combined Budget (churches) • Subsidies (schools) • Tithe (conferences) • Non-tithe (conferences) • Distribution by: • Percent • Fixed amount • Balance (Adv/Pro)

21. G/L General Entry • General Entry is used to record journal vouchers. • A file voucher may be printed if requested.

22. G/L Batch Entry (Advanced & Professional Editions Only) The Batch Entry allows entry of multiple checks, vouchers, etc. Up to 500 lines of entry per batch. Batches may be saved & retrieved – great for reoccurring entries.

23. G/L Import and Export Transactions can be imported from other sources. Data can be easily exported to spreadsheets, and other software. “The export feature…saves us an average of 4-8 hours per audit.” “The ability to bring the data into Excel gives us great freedom to craft reports that benefit our work.” -- Robyn Kajiura, Associate Director, General Conference Auditing Service

24. G/L Reports The menu provides access to G/L reporting functions.

25. G/L Reports • Besides powerful on-screen query functions, a variety of reports may be produced. • User-selected options are available for each report type. • In addition to the viewer distributed on the LUCIS CD, the software can be directed to send output to: • Microsoft Word • Corel WordPerfect • Open Office

26. G/L Chart of Accounts (Professional Edition Shown)

27. G/L Entry List (Professional Edition Shown)

28. G/L Account Balance List (Professional Edition Shown)

29. G/L Ledger Report (Professional Edition Shown)

30. G/L Reports: Financial Many standard financial reports are available for administrative analysis and presentation to finance committees and boards. “[The LUCIS Software provides] more flexibility in the types of financial reports that we can generate.” -- George Crumley, Treasurer, Indiana Conference

31. G/L Reports: Financial Advanced Reporting Features* • Custom Report Styles • User-defined Column Content • Multiple Years (up to 8) • Multiple Funds (up to 8) • Operating Fund • Plant Fund • Agency & Demand Fund • Endowment Fund • Trust & Annuity Funds • Revolving Fund * available with Advanced and Professional Editions “The financial statement reports and budgeting process have a lot of flexibility.” -- Michael Wixwat, Treasurer, Ohio Conference

32. G/L Account Organizer The Advanced and Professional Editions use the G/L Account Organizer to set up account functions, classes, and groups used for financial reports.

33. System Requirements A computer sufficient to run major applications such as word processing or spreadsheets is more than adequate to run LUCIS Software. Operating systems currently running LUCIS Software include: Windows 98, NT 4.0, 2000, XP, 2003

34. Multi-User Capability • Though the LUCIS Software can run stand-alone it is designed to accommodate multiple users entering and accessing data simultaneously (multi-user) • Network Compatibility • Windows peer-to-peer • Windows Server • Novell Netware • Citrix Thin-Client • Linux Samba Services

35. “What I like is the quick response to problems, the stability of the software, and its ease of use.” -- Lawrance E Martin, Treasurer, Allegheny East Conference User Comments “I just LOVE LUCIS…..!!!!! It’s a very well thought-out, logical program and relatively easy to use.” -- Ruthie Booth, Associate Treasurer, Southern New England Conference “One of the great features of LUCIS is its query mechanism. It gives me a lot of flexibility.” -- Elizabeth DeLeon, Treasurer, Illinois Association of SDA “[The LUCIS Software] has allowed us to gain efficiencies. I would highly recommend this General Ledger Software package.” -- George Crumley, Treasurer, Indiana Conference

36. More Information For more information please set up an appointment with one of the LUCIS Software representatives at this booth. We would be delighted to show you all the features and capabilities of LUCIS Software. Harvey Sean Lance Doug

37. Contact Information Lake Union HeadquartersInformation SystemsBox CBerrien Springs, MI  49103 USA (269) 473-8210 lucis@luc.adventist.org www.luc.adventist.org/lucis